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Yes, Young Growing Families Can Save & Invest
It may seem like a tall order, but it can be accomplished. Put yourself steps ahead of your peers. If you have a young, growing family,...
g3Advisor
May 2, 20194 min read
40 views
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Teaching Your Heirs to Value Your Wealth
Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps...
g3Advisor
May 2, 20193 min read
48 views
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Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit? Social Security will be a critical component of your financial...
g3Advisor
May 2, 20193 min read
77 views
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Is Generation X Preparing Adequately for Retirement?
Future financial needs may be underestimated. If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you...
g3 Advisors
Apr 3, 20193 min read
21 views
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Midlife Money Errors
If you are between 40 & 60, beware of these financial blunders & assumptions. Mistakes happen, even for people who have some life...
g3 Advisors
Apr 3, 20193 min read
26 views
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Are You Retiring Within the Next 5 Years?
What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing...
g3 Advisors
Apr 3, 20193 min read
17 views
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The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction. When you are planning for your future, what do you think...
g3 Advisors
Feb 25, 20193 min read
19 views
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Putting a Price Tag on Your Health
Being healthy not only makes you feel good, it may also help you financially. We constantly hear how important it is to maintain a...
g3 Advisors
Feb 25, 20193 min read
23 views
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Bad Money Habits to Break
Behaviors worth changing. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior...
g3 Advisors
Feb 25, 20193 min read
37 views
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Getting Your Personal Finances In Shape for 2019
Fall is a good time to assess where you stand and where you could be. You need not wait for 2019 to plan improvements to your finances....
g3 Advisors
Oct 4, 20183 min read
33 views
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Life Insurance Is Probably Cheaper Than You Think
Good news for those apprehensive about the premiums – and the process. According to a new study, 41% of Americans lack life insurance...
g3 Advisors
Oct 4, 20183 min read
17 views
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Minimizing Probate When Setting Up Your Estate
Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees, and...
g3 Advisors
Oct 4, 20184 min read
15 views
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Avoiding the Money Pitfalls of Past Generations
Take these financial lessons to heart. You have a chance to manage your money better than previous generations have. Some crucial...
g3 Advisors
Jun 12, 20183 min read
15 views


Do You Know Who Your Beneficiaries Are?
Why you should periodically review beneficiary designations. Your beneficiary choices may need to change with the times. When did you...
g3 Advisors
Jun 12, 20182 min read
18 views
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